Project Management and Direction
Wycane provides programme direction and project leadership capability across large-scale initiatives including PMS, DMS, AML, and CRM implementations.
We manage governance, vendors, data remediation, adoption, and risk, maintaining business continuity while delivering real outcomes.
Law Firm Use Case
Programme Management for Firm-Wide Technology Transformation
Client Overview
A large New Zealand law firm embarked on a major, firm-wide transformation programme to modernise its core operational systems and improve efficiency, compliance, and client experience. The programme included the implementation of a new practice management system, document management solution, AML platform, and CRM, impacting all practice groups and support functions.
Challenge
The firm faced a highly complex transformation involving multiple, interdependent technology initiatives running in parallel. Key challenges included:
Coordinating the implementation of several critical systems across a large and diverse partnership.
Managing significant volumes of historic files, including data clean-up, archiving, and rationalisation.
Closing aged work in progress (WIP) and dormant client accounts prior to system migration.
Ensuring regulatory and compliance requirements, including AML obligations, were embedded into new processes.
Driving adoption across lawyers and support staff while managing change fatigue.
Maintaining business continuity, client service, and financial integrity during the transition.
The firm required strong programme leadership to manage risk, maintain momentum, and ensure that the transformation delivered real business outcomes.
Our Approach
Wycane provided programme management and project director capability to lead the transformation end-to-end. Our approach included:
Establishing firm-wide programme governance, including executive sponsorship, decision-making forums, and reporting.
Managing multiple workstreams covering practice management, document management, AML, and CRM implementations.
Designing and leading a comprehensive business change management programme, including training, communications, and stakeholder engagement.
Overseeing data remediation activities, including historic file clean-up, WIP closure, and dormant account management.
Conducting impact assessments to understand how new systems would affect roles, workflows, and client interactions.
Coordinating vendors, internal teams, and external advisors to ensure aligned delivery.
The approach ensured technical delivery was matched with behavioural, process, and governance change.
Expected Outcome
Wycane successfully led the delivery of the firm’s transformation programme. The firm achieved:
Successful implementation of a new practice management system, document management solution, AML platform, and CRM.
Clean and controlled migration of data, reducing future operational and compliance risk.
Improved consistency and governance across core operational processes.
Staff equipped with the skills, training, and confidence to work effectively in the new environment.
Probable Impact
The firm now benefits from:
A modern, integrated technology platform supporting efficient, compliant service delivery.
Reduced operational risk through improved AML processes and data quality.
Improved financial hygiene through the closure of historic WIP and dormant accounts.
Stronger adoption of technology driven by structured change management and clear communication.
A scalable operational foundation to support future growth and further digital initiatives.
Do You Have the Programme Leadership in Place to Deliver Firm-Wide Change?
End-to-end programme management to control risk, maintain momentum, and ensure complex technology transformations deliver real outcomes.
